About VSGS
Caroline Dabu, ICD.D., GCB.D, FEA
Principal, VSGS Advisory Services Inc.
Individuals are living longer. The largest wealth transfer in history is now underway. Women are inheriting and controlling wealth at an unprecedented scale. And business owners are navigating exits that are as much about identity and legacy as they are about liquidity. The bar for what genuinely good advice looks like has never been higher. Firms that recognize this and execute against this backdrop will define the next era of wealth management.
VSGS Advisory Services was founded to help do this. Caroline Dabu spent over 25 years in senior wealth management leadership, including as Head of Wealth Distribution and Advisory Services at BMO Financial Group. She’s also led marketing and client strategy as Head of North American Wealth Management Marketing.
The work that drives VSGS is helping firms show up differently during the moments that matter most. Life transitions - a retirement, a business sale, a loss, an inheritance. These are when individuals, families and businesses are most vulnerable, most uncertain and most in need of advice beyond the investment portfolio.
This passion for raising the standard of advice runs through everything Caroline does both professionally and personally. As Chair of the global Financial Planning Standards Board (FPSB), Board Director for the Canadian Centre for Financial Planning and a past member of the World Economic Forum’s working committee on the Longevity Economy, she has spent her career advocating for an industry that takes seriously its responsibility to clients navigating the most complex financial and life decisions. That commitment is the foundation of VSGS Advisory Services.
Reach out if you’d like to explore how VSGS can partner with you: info@vsgsadvisory.com.
Partnerships
Amy D’Aprix is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. With a Ph.D. in Social Work, “Dr. Amy,” as she is affectionately known, provides down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations.
A compelling and pragmatic speaker, and coach, Dr. Amy, has inspired thousands of Financial Advisors and their clients across North America. She has consulted for the financial industry and trained advisors for over 20 years, providing sound guidance in navigating life’s events and challenges to ensure the success of overall life goals and financial plans.
This passion is reflected in LifeBridge Strategies offerings, such as Trusted Advisor of Choice™, a program for financial professionals to better understand their clients’ concerns and LifeMap™, an exclusive membership site to help advisor's clients proactively prepare for the life transitions they face.
Amy is a Certified Professional Consultant on Aging (CPCA). She has authored the book, From Surviving to Thriving: Transforming Your Caregiving Journey and created the Life Memories Journal and Caring Cards to inspire more meaningful conversations between generations. Amy was also a Director on the Board of The International Federation on Ageing for over a decade.
Dr. Amy is regularly featured and interviewed on television, radio, podcasts, and online publications.
Contact us
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